Meta Muse Surges to 10M Users as AI Agent Shopping Hits $200+ Per Transaction
19 Sources
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Meta says Muse has over 10M users, with shopping a top activity
Meta said during its third-quarter earnings call on Wednesday that its AI app Muse has been adopted by more than 10 million users, confirming estimates released earlier this week by market intelligence firm Sensor Tower. But it is how people are using it, and how much they're spending that has
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Meta's Muse hits 10M U.S. downloads in 40 days, a milestone reached by only 11 other apps
Meta's AI companion, Muse, is now one of only a dozen mobile apps to have reached 10 million U.S. downloads in its first 40 days on the market. According to new data from market intelligence provider Sensor Tower, Muse has seen 10.9 million downloads since its September debut, 10.2 million of which
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Tons of People Are Apparently Asking Meta's Muse AI Agent to Shop for Them - CNET
A quarter of Meta Muse's 10 million users are shopping online via the AI agent with an average spend of $200 per purchase, according to Mark Zuckerberg. We're about to be immersed in the busiest shopping season of the year, and if Mark Zuckerberg has his way, people will completely hand over the
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In Meta's version of the future, I'll have my Muse call your Muse
"... everyone is just going to have to adapt," Meta's chief financial officer Susan Li said during the third-quarter earnings call. Mark Zuckerberg is barrelling toward a future in which an autonomous network of AI agents will run our lives -- shopping for us, working for us, talking to other
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Personal agents like Meta's Muse could fuel AI's growth -- and challenge Amazon and Apple
Hopes are high on Wall Street that autonomous AI agents will drive a new revenue phase for the AI build-out. But these bots are still a show-me story while concerns mount about online privacy and cybersecurity. Meta Platforms' Muse epitomizes the excitement with the app off to a fast start. Data
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Mark Zuckerberg says Meta is 'entering a new phase' with Muse - Engadget
He expects the agent will generate more revenue per user than the company's apps. It's only been a few weeks since Meta introduced Muse, but the company's personal agent is already becoming central to Meta's plan to start making money off its massive investment in AI. CEO Mark Zuckerberg said that
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Zuckerberg: Muse volumes came in 'above what any of us expected'
About a quarter of Meta's Muse users open it on any given day, and shopping is the top use. Zuckerberg says the agent is costly to run and will be profitable once revenue scales. Purchase volumes on Muse came in "above what any of us expected", Mark Zuckerberg said. Meta had to ask Stripe to raise
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Zuckerberg Wants To Build A Giant Online Network Of AI Agents
Meta CEO Mark Zuckerberg wants everyone chatting with its Muse agents. And then he wants those agents chatting with each other. "We expect to grow Muse to serve billions of people. This is both our mission and our strategy," Zuckerberg said. "This is also our strategy because we think that
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Mark Zuckerberg says over 10 million people used Meta's Muse -- and demand was so high, he had to get Stripe to raise credit limits | Fortune
"To put this in perspective, this is more than twice the level that Threads started at or where we believe that other AI apps started at as well," Zuckerberg said. Muse can do multi-step tasks on behalf of users such as browsing the web, sending emails, and booking travel. One-quarter of Muse
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Meta's Muse AI agent tops 10 million U.S. downloads in 40 days
Meta's AI agent kept a larger share of U.S. users after 7 and 14 days than ChatGPT, Claude and Grok averaged, data shows Meta $META's Muse AI agent passed 10 million U.S. downloads within 40 days of its launch, according to TechCrunch. Sensor Tower, a market intelligence firm, recorded 10.9
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Meta Muse downloads: Meta's AI app Muse crosses 10 million US downloads within 40 days
Meanwhile, Zuckerberg highlighted in his post that the most common use case for Muse is shopping, with more than a quarter of people using the platform engaging in this activity with an average purchase size over $200. Meta's personal artificial intelligence (AI) agent Muse has crossed 10 million
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Mark Zuckerberg Says Muse Could Out-Earn Facebook, Instagram Per User, But Analyst Warns It's 'Losing' Mo
Meta Platforms, Inc. (NASDAQ:META) CEO Mark Zuckerberg sees a potentially lucrative future for its Muse AI assistant, but Deepwater Asset Management's Gene Munster warns that the product is already burning cash at an alarming rate. Muse AI Gains Traction With Shoppers During the company's
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Meta Puts All Its AI Eggs in the Muse Basket | PYMNTS.com
Meta CEO Mark Zuckerberg has found a new centerpiece for the company's artificial intelligence ambitions: Muse, a personal AI agent he is positioning as the foundation for everything from shopping and advertising to enterprise software and smart glasses. After earlier AI efforts struggled to
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Meta Muse AI Agent Downloads Soar, Analyst Says Trust Wins - Meta Platforms (NASDAQ:META)
Meta Muse Wants to Run Your Life, and Analyst Says the Winner Will Be Whoever You Trust 'With Their Card and Their Habits' Meta Platforms Inc. (NASDAQ:META) wants Muse to be the artificial intelligence agent people run their lives through. A decade from now, the winner may be whoever customers
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Meta's Muse Reaches 10 Million Downloads Faster Than ChatGPT | PYMNTS.com
In terms of downloads, Muse outpaced OpenAI's ChatGPT, Anthropic's Claude and SpaceXSI's Grok, which each needed more than 100 days to reach 10 million downloads, Sensor Tower Vice President of Insights Seema M. Shah told Bloomberg in a video shared in the post. In addition, the other AI
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Meta Q3FY26 earnings call: From shopping to smart glasses, Meta expands its Muse AI push - MEDIANAMA
Meta is positioning Muse as a shopping assistant, a tool for businesses and an interface for its smart glasses. On its October 21, 2026 earnings call, CEO Mark Zuckerberg said more than 10 million people had set up Muse in the US and Canada. The company also outlined AI changes to recommendations
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Meta's Muse AI Agent Gains Traction Ahead of Q3 Earnings, Hits 10 Million Downloads in 40 Days as OpenAI'
Meta Platforms Inc. (NASDAQ:META) has surpassed 10 million downloads with its Muse AI agent, adding momentum to the company's AI push as U.S. downloads for OpenAI's ChatGPT weaken. Muse recorded 10.9 million downloads since its September launch. New data from Sensor Tower showed that over 10.2
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Muse Hits 10 Million Users in Six Weeks; Shopping Leads Adoption
Meta's Muse AI agent has crossed 10 million users in the US and Canada within six weeks. Shopping leads usage, with over 25% of weekly active users making purchases averaging above USD 200. Meta's AI assistant, Muse, attracted more than 10 million users in the United States and Canada within about
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Meta's Muse AI: USD 145 Billion Spending Plan, New Shares in 2027
Meta plans non-voting Class C shares in January 2027 to fund AI expansion while preserving Mark Zuckerberg's control. Its Muse AI agent attracted 10 million accounts in six weeks as 2026 capital spending could reach USD 145 billion. Meta is placing its Muse AI agent at the center of its business
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Meta's AI companion app Muse has reached 10 million users in just 40 days, with over a quarter actively shopping through the AI agent at an average purchase size exceeding $200. Mark Zuckerberg revealed during Meta's Q3 earnings call that the personal AI agent has achieved product-market fit and could eventually generate more revenue per user than Facebook, Instagram, and WhatsApp combined.
Meta Muse Achieves Breakout Success with 10 Million Users
Meta confirmed during its third-quarter earnings call that its AI companion app Muse has surpassed 10 million users, validating earlier estimates from market intelligence firm Sensor Tower
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. The personal AI agent reached 10.9 million downloads since its September debut, with 10.2 million coming from the United States alone2
. Mark Zuckerberg highlighted that approximately 25% of people who set up Meta Muse now use it daily, demonstrating strong retention that outpaces AI competitors like ChatGPT, Claude, and Grok1
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Source: Benzinga
Muse achieved what only 11 other mobile apps have accomplished: reaching 10 million U.S. downloads in its first 40 days on the market
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. The AI app space has seen Meta leverage its massive user base of 3.6 billion daily active users across its family of apps to drive adoption2
. Meta allocated 39% of its total advertising spend to market Muse in October, up from 23% the previous month, making it the 21st largest brand in the U.S. by advertising impressions2
.AI-Driven Shopping Emerges as Killer Feature
The AI agent has found unexpected traction in e-commerce, with over a quarter of Meta Muse's engaged users actively shopping through the platform
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. These users are spending an average of over $200 per purchase, a figure that surprised even industry insiders1
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. Zuckerberg revealed that financial technology company Plaid reported unprecedented activity levels with their connector on Muse compared to any other service1
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. The shopping volume became so significant that Meta had to coordinate with payment processor Stripe to raise credit limits to meet demand3
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.Beyond AI-driven shopping, users are connecting the personal AI agent to email and calendars for productivity tasks, indicating trust in Muse's security features including "Muse Secure VM"
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. The forthcoming "Muse Confidential VM" will prevent even Meta from accessing users' content1
. Daily active users reached 2.5 million for the first time on October 16, marking a 15% week-over-week increase2
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Source: TechCrunch
Meta's AI Strategy Centers on Autonomous Agent Network
Mark Zuckerberg outlined an ambitious vision for what he calls "the Muse network," where billions of personal AI agents will communicate and transact with each other autonomously
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. He explained that Meta's AI strategy involves creating an ecosystem where AI agents communicate autonomously, handling tasks from shopping to business transactions without direct human intervention4
. "Billions of Muses in a network at scale will be able to get more done for people and businesses by working together," Zuckerberg stated3
.The CEO projects that Meta Muse will eventually generate more revenue per user than Meta's family of apps—Facebook, Instagram, WhatsApp, Threads, and Messenger—which currently bring in "several hundreds of dollars annually" per user
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. Meta plans to monetize the AI companion app by keeping it free for most users while taking a percentage of commerce transactions, with power users paying for access to advanced AI models1
.AI Infrastructure Growth and Profitability Timeline
Zuckerberg emphasized that Meta is building infrastructure capacity to serve more than a billion people over the next few years
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. While acknowledging that Muse is currently "very compute-intensive to run," he expects to improve cost efficiency by more than 10x within the next year, enabling profitability once revenue scales1
. Analysts at Citi estimate that Muse could generate $27 billion in revenue for Meta over the next several years through subscription and transaction fees5
.Meta's AI infrastructure growth comes as the company reported third-quarter revenue of $64.6 billion, a 26% increase from $51.2 billion year-over-year
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. However, costs surged 68% to $51.6 billion, largely due to an $18.59 billion settlement with 52 attorneys general related to teen mental health litigation3
. Reality Labs, responsible for smart glasses and VR, continues losing billions, making Muse's success crucial for justifying Meta's massive AI investments1
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.Related Stories
Integration with Smart Glasses and Competitive Landscape
Muse will integrate into Meta's smart glasses launching next month, allowing users to access their personal AI agent without pulling out smartphones
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. "Having your personal superintelligence with you throughout the day will be the most important part of the experience," Zuckerberg said3
. This positions Muse as central to Meta's broader hardware strategy beyond the AI app space.In terms of competitive performance, Muse demonstrated superior retention rates with 30% after 7 days and 23% after 14 days, compared to rivals averaging 19% and 16% respectively
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. While ChatGPT achieved approximately 15 million global downloads in its first 40 days, it benefited from wider international reach compared to Muse's U.S. and Canada-only availability2
. Muse has maintained the No. 1 rank on both the U.S. App Store and Google Play for nearly all days since launch2
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Source: PYMNTS
Privacy Concerns and E-Commerce Disruption
The rapid adoption of Meta Muse has raised significant data privacy concerns. Researchers recently discovered vulnerabilities where user-shared Muse pages could be easily discovered through domain name searches, potentially revealing personal files
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. "There are a huge range of risks," said Calli Schroeder, senior counsel at Electronic Privacy Information Center, noting that AI agents could combine collected information with data from brokers to create extremely specific user profiles5
.The AI agent's e-commerce capabilities pose threats to established platforms. Amazon has taken steps to limit agent access to its online stores and recommendation systems
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. Wall Street analysts suggest Meta Muse could challenge Apple's App Store revenue by routing purchases outside traditional in-app payment systems5
. "It is not a stretch to imagine that AI apps will route outside of in-app purchases to avoid paying Apple's toll," wrote Craig Moffett at MoffettNathanson5
. Meta CFO Susan Li acknowledged potential friction points but insisted that "agents are going to be an important part of how reality evolves, and everyone is just going to have to adapt"4
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Source: The Verge
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